Help and advice about your finances and the systems you use from Evolve and Grow Coaching

Running a successful business is not just about people – it’s about having the right systems and tools in place to enable your company to become as productive as possible. There are countless options out there for you to consider, and we at Evolve and Grow Coaching are here to point you in the right direction.

When it comes to accounting, we always recommend Xero. This is the perfect online accounting tool that’s aimed at small-to-medium businesses, and it is very competitively priced. We will show you how to implement Xero and how to get the best out of this tool.

Financial visibility is always the first step towards success. The clearer picture of where you stand financially, the better informed your decisions will be. We will keep track of your monthly profit and loss statements, as that will tell us if you are on the right track, or if adjustments need to be made.

Having a CRM (Customer Relationship Management) system is also extremely important, and we recommend Zoho mostly, and GeoOp for trade businesses. These are online tools that will enable you to get the best out of the management of the relationships you have with your customers.

An effective CRM tool will allow you to manage leads and pipeline. This will ensure that none of your clients or customers get lost in the confusion, and no sales are lost as a result. It will also allow you to keep everything in one place, and to market to customers based upon their particular requirements. Having an online tool which is accessible from anywhere also gives you the maximum possible flexibility, and reduces the amount of paperwork and filing that’s required.

Financial forecasting and budgeting is critical to the running of a successful, well-managed business. Money is the life-blood of commerce, after all and most businesses that fail, do so not because of a lack of customers, but because of a poorly-managed cash flow.

All this we provide as part of our bespoke, tailor-made private programmes. With over twenty years’ worth of experience in managing profit and loss, we at Evolve and Grow Coaching are the people you can rely upon. Several members of our team have been operational managers within large organisations and have been responsible for managing cash flow in significant amounts. We have all the knowledge and experience you need, and we have a love of numbers – crunching them and increasing revenues!

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“We work by taking the tried and trusted processes used by large, successful corporations and implementing them in a practical way that suits small-to-medium-sized Trade businesses. Our solutions must deliver financial return for our clients for us to feel satisfied that we’ve achieved our aim.”

CHARITABLE PROJECTS

One of our core principles is to make a sustainable impact to communities in need. We support several charities in the developing world and as our business grows so does that level of support. We do this via financial donations and by passing on skills and knowledge to generate greater independence.LEARN MORE

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